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iShares US Insurance ETF
IAK

Overview Fund Activity

172 hedge funds and large institutions have $518M invested in iShares US Insurance ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+8
Holders Change %
+4.88%
% of All Funds
2.31%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
34
Increased
66
Reduced
50
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMA
Miracle Mile Advisors
California
+$14.3M
2
Two Sigma Investments
Two Sigma Investments
New York
+$11.5M
3
MML Investors Services
MML Investors Services
Massachusetts
+$9.65M
4
Osaic Holdings
Osaic Holdings
Arizona
+$5.44M
5
Raymond James Financial
Raymond James Financial
Florida
+$4.95M

Top Sellers

1
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$12M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$8.03M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$6.89M
4
Morgan Stanley
Morgan Stanley
New York
-$5.74M
5
JWM
Jackson Wealth Management
Florida
-$5.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
176
Jackson Wealth Management
Florida
– -$5.02M -36,428 Closed
HCM
177
Hollencrest Capital Management
California
– -$4.75M -34,455 Closed
PA
178
PFG Advisors
Arizona
– -$1.62M -11,783 Closed
SWP
179
Stratos Wealth Partners
Ohio
– -$895K -6,494 Closed
AFWM
180
AMJ Financial Wealth Management
Virginia
– -$601K -4,364 Closed
ATPW
181
Ashton Thomas Private Wealth
Arizona
– -$528K -3,832 Closed
MC
182
Moors & Cabot
Massachusetts
– -$426K -3,089 Closed
Marshall Wace
183
Marshall Wace
United Kingdom
– -$380K -2,756 Closed
SS
184
Sunbelt Securities
Texas
– -$378K -2,742 Closed
PG
185
Prostatis Group
Maryland
– -$286K -2,075 Closed
OC
186
Oppenheimer & Co
New York
– -$266K -1,929 Closed
AWS
187
Atria Wealth Solutions
New York
– -$232K -1,687 Closed
DT
188
Diversified Trust
Tennessee
– -$220K -1,600 Closed
IAA
189
Ironsides Asset Advisors
North Carolina
– -$212K -1,535 Closed
Belvedere Trading
190
Belvedere Trading
Illinois
– -$179K -1,300 Closed
CF
191
Centaurus Financial
California
– -$142K -1,027 Closed
PTC
192
Private Trust Company
Ohio
– -$103K -748 Closed
MA
193
Montag & Associates
Georgia
– -$62.5K -453 Closed
WT
194
Washington Trust
Rhode Island
– -$47.4K -344 Closed
HI
195
Harbour Investments
Wisconsin
– -$27.6K -200 Closed
FFA
196
Founders Financial Alliance
North Carolina
– -$24.4K -177 Closed
PPC
197
Park Place Capital
Alabama
– -$9.79K -71 Closed
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